Employees and managers use this action to create new performance goals in the connected external HR system.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To build and manage Service Agents: |
Manage Agentforce Service Agents AND Manage AI Agents OR Customize Application |
Action Details
To use this action, customize it according to your business’s security standards. We recommend configuring your agent to confirm the requester's identity before completing this action on their behalf. See Maintain Trust with Agentforce Actions.
This action initiates the secure creation of a case and moves the conversation from the AI agent to HR or Legal specialists using the Escalate Confidential Complaint flow.
| API Name | CreateEmployeeGoals |
| Action Type | Standard |
| Reference Action Type | Flow |
| Reference Action | Create Employee Goals |
| Inputs | Goal Description, Issue Date, Subject |
| Outputs | Case Number, Status Message, Response Code |
| Does this action execute one or more prompt templates? | No |